{"id":75,"date":"2011-05-19T18:20:36","date_gmt":"2011-05-19T22:20:36","guid":{"rendered":"http:\/\/www.action-insurance.net\/virginia\/?page_id=75"},"modified":"2015-11-04T08:39:38","modified_gmt":"2015-11-04T14:39:38","slug":"small-business-toolbox","status":"publish","type":"page","link":"https:\/\/www.action-insurance.net\/virginia\/client-services\/small-business-toolbox\/","title":{"rendered":"Small Business Toolbox"},"content":{"rendered":"

Action Insurance Agency: Small Business Toolbox<\/h2>\n

\"\"
\nThe following helpful document & spreadsheet templates are free to download, customize & save for your own use! And because they’re so easy to use, you can quickly begin using your selected file to satisfy your specific need in no time.<\/p>\n

Disclaimer<\/strong>: The files freely available in the this “Small Business Toolbox” are not a substitute for the advice of professional legal, accounting or a business services expert. These links provide you with editable forms and suggestions on how you might use them. We cannot, and do not, provide specific advice for your exact situation.<\/p>\n

To begin simply select a category to see each list of what’s available, then click to open:<\/p>\n

 <\/p>\n


<\/p>\n

\n

Section A: Business Finance<\/h2>\n
\n
\nClick listing to view details and download:<\/p>\n
    \n
  1. Balance Sheet Template<\/a><\/li>\n
  2. Cash Flow Budget Worksheet<\/a><\/li>\n
  3. Customer Statement of Account<\/a><\/li>\n
  4. Daily Cash Sheet<\/a><\/li>\n
  5. Income Statement Template<\/a><\/li>\n
  6. Loan Application, Bank Review Form<\/a><\/li>\n
  7. Monthly Bank Reconciliation<\/a><\/li>\n
  8. Personal Statement Package<\/a><\/li>\n
  9. Present Value Tables<\/a><\/li>\n
  10. Sample Collection Letters<\/a><\/li>\n
  11. Trial Balance Worksheet<\/a><\/li>\n
  12. Unsecured Promissory Note<\/a><\/li>\n<\/ol>\n

    \n<\/div>

    Section B: Compensation & Benefits<\/h2>\n
    \n
    \nClick listing to view details and download:<\/p>\n
      \n
    1. Compensable Work Chart<\/a><\/li>\n
    2. Initial Notification of COBRA Rights<\/a><\/li>\n
    3. Overtime Guidance<\/a><\/li>\n
    4. Privacy Policy<\/a><\/li>\n
    5. Profit-Sharing Plan<\/a><\/li>\n
    6. Simplified Employee Pensions<\/a><\/li>\n
    7. Time-Off Policies<\/a><\/li>\n
    8. Workers’ Comp Policies<\/a><\/li>\n<\/ol>\n

      \n<\/div>

      Section C: Recruiting & Hiring<\/h2>\n
      \n
      \nClick listing to view details and download:<\/p>\n
        \n
      1. Applicant Information Release<\/a><\/li>\n
      2. Applicant Rejection<\/a><\/li>\n
      3. Driving Record Check<\/a><\/li>\n
      4. Driving Record Release Form<\/a><\/li>\n
      5. Drug Testing Consent Form<\/a><\/li>\n
      6. Educational Record Check<\/a><\/li>\n
      7. Employer Reference Check<\/a><\/li>\n
      8. Employment Reference Phone Script<\/a><\/li>\n
      9. Employment Reference Release<\/a><\/li>\n
      10. Fair Credit Disclosure Act Notice<\/a><\/li>\n
      11. Job Analysis Questionnaire<\/a><\/li>\n
      12. Job Description Form<\/a><\/li>\n
      13. Job Requirements Checklist<\/a><\/li>\n
      14. Personal Reference Check Letter<\/a><\/li>\n
      15. Reference Checking Documentation Form<\/a><\/li>\n
      16. Sample Employment Application Form<\/a><\/li>\n
      17. Sample Independent Contractor Agreement<\/a><\/li>\n
      18. Sample Interview Script<\/a><\/li>\n
      19. Temporary Help Agency Checklist<\/a><\/li>\n<\/ol>\n

        \n<\/div>

        Section D: Vehicles & Equipment<\/h2>\n
        \n
        \nClick listing to view details and download:<\/p>\n
          \n
        1. Annual Lease Table<\/a><\/li>\n
        2. Checklist for Evaluating Used Cars<\/a><\/li>\n
        3. Equipment Inventory List<\/a><\/li>\n<\/ol>\n

          \n<\/div>

          Section E: Employee Management<\/h2>\n
          \n
          \nClick listing to view details and download:<\/p>\n
            \n
          1. Form I-9, Employment Eligibility Verification<\/a><\/li>\n
          2. Electronic Funds Transfer Authorization<\/a><\/li>\n
          3. Employee Coaching Script<\/a><\/li>\n
          4. Employee Disciplinary Action Form<\/a><\/li>\n
          5. Drug Test Policy<\/a><\/li>\n
          6. Employee Discipline Aids<\/a><\/li>\n
          7. Employee Feedback Script<\/a><\/li>\n
          8. Employee Work Rules<\/a><\/li>\n
          9. Long Distance Call Log<\/a><\/li>\n
          10. Noncompete Agreement<\/a><\/li>\n
          11. Employee Time Sheets<\/a><\/li>\n
          12. Sample Absence Policies<\/a><\/li>\n
          13. Sexual Harassment Policy<\/a><\/li>\n
          14. Smoking Policy<\/a><\/li>\n<\/ol>\n

            \n<\/div>

            Section F: Marketing<\/h2>\n
            \n
            \nClick listing to view details and download:<\/p>\n
              \n
            1. Business Plan Components: Sample Illustrated Plans<\/a><\/li>\n
            2. Customer Satisfaction Survey Form<\/a><\/li>\n
            3. Customer Service Action Form<\/a><\/li>\n<\/ol>\n

              \n<\/div>

              Section G: Worker Safety<\/h2>\n
              \n
              \nClick listing to view details and download:<\/p>\n
                \n
              1. Hazard Communication Program Package<\/a><\/li>\n
              2. OSHA Form 101 – Supplemental Illness and Injury Log<\/a><\/li>\n
              3. OSHA Form 174 – Material Safety Data Sheet<\/a><\/li>\n
              4. OSHA form 200 – Illness and Injury Log<\/a><\/li>\n
              5. Sample Emergency Procedures<\/a><\/li>\n
              6. Sample Safety Policy<\/a><\/li>\n
              7. Sample Workplace AIDS Policy<\/a><\/li>\n
              8. Sample Workplace Violence Prevention Policy<\/a><\/li>\n
              9. Fire Extinguisher Selection Chart<\/a><\/li>\n<\/ol>\n

                \n<\/div>

                Section H: Starting Your Business<\/h2>\n
                \n
                \nClick listing to view details and download:<\/p>\n
                  \n
                1. Business Selection Checklist<\/a><\/li>\n
                2. Cash Flow Sensitivity Analysis<\/a><\/li>\n
                3. Cost Assessment Checklist<\/a><\/li>\n
                4. Equipment Lease Checklist<\/a><\/li>\n
                5. Family Monthly Budget Form<\/a><\/li>\n
                6. Franchise Agreement Checklist<\/a><\/li>\n
                7. Projected Staffing Schedule<\/a><\/li>\n
                8. Real Property Lease Checklist<\/a><\/li>\n
                9. Start-up Checklist<\/a><\/li>\n
                10. Strengths\/Weaknesses Assessment Checklist<\/a><\/li>\n<\/ol>\n

                  \n<\/div>

                  Section I: Firing & Termination<\/h2>\n
                  \n
                  \nClick listing to view details and download:<\/p>\n
                    \n
                  1. Employment Reference Release<\/a><\/li>\n
                  2. General Release for Employment Termination<\/a><\/li>\n
                  3. Termination Checklist and Form<\/a><\/li>\n<\/ol>\n<\/div><\/div>\n



                    <\/p>\n","protected":false},"excerpt":{"rendered":"

                    Action Insurance Agency: Small Business Toolbox The following helpful document & spreadsheet templates are free to download, customize & save for your own use! And because they’re so easy to use, you can quickly begin using your selected file to satisfy your specific need in no time. Disclaimer: The files freely available in the this […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":61,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","omw_enable_modal_window":"enable","footnotes":""},"class_list":["post-75","page","type-page","status-publish","hentry","entry"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.action-insurance.net\/virginia\/wp-json\/wp\/v2\/pages\/75","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.action-insurance.net\/virginia\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.action-insurance.net\/virginia\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.action-insurance.net\/virginia\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.action-insurance.net\/virginia\/wp-json\/wp\/v2\/comments?post=75"}],"version-history":[{"count":0,"href":"https:\/\/www.action-insurance.net\/virginia\/wp-json\/wp\/v2\/pages\/75\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.action-insurance.net\/virginia\/wp-json\/wp\/v2\/pages\/61"}],"wp:attachment":[{"href":"https:\/\/www.action-insurance.net\/virginia\/wp-json\/wp\/v2\/media?parent=75"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}